Filed October 9, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 1101 · VALLEY FORGE, PA 19482 | Recordkeeping | $319,576 |
TIAA4 years Filed as: TIAA-CREF Service code 10 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Accounting | $90,705 |
MALONEY & NOVOTNY LLC3 years Service code 10 · EIN 34-0677006 1111 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142540 | Accounting | $10,408 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,362 | $120,057+181.8% | $75,696+347.0% | $93,030+263.7% |
| Participation rate | 85.5% | 77.3%+8.2pp | 74.8%+10.7pp | 73.9%+11.6pp |
| Annual return | 24.43% | 19.62%+4.8pp | 104.53%-80.1pp | 158.70%-134.3pp |
| Employer contribution / active EE | $5,427 | $3,253+66.8% | $2,743+97.9% | $2,706+100.6% |
| Participant deferral / active EE | $8,881 | $4,089+117.2% | $3,821+132.4% | $4,562+94.7% |
| Admin fee / account holder | $74 | $81-9.6% | $3,619-98.0% | $152-51.4% |